Quick Stats

Bid Price GBX 221.25 Offer Price GBX 229.48
Mid Price - Day Change GBX -0.89 (-0.40%)
Price Date 23 Nov 2017 Crown Rating 2
Shares Class Inc. Yield 0.40 %
Total Expense Ratio 1.85 Fund Size 29,300,000.00
Launch Date 24/07/2000 Standard Initial Charge (%) 3.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 1.50 Sector IMA UK Equity Income
Min Investment (£) 500.00 Total Expense Ratio (%) 1.85
ISIN GB00BYNYHT49 Min TopUp (£) 250.00

Fund Objective

The Fund aims to provide capital growth over the medium to long term.

Fund Managers

James Hubbard
James Hubbard joined Wesleyan as an Investment Analyst in January 2011. After graduating with an MA in Economics and Business from the University of Manchester he initially worked for a Corporate Bank in London. James is a CFA (Chartered Financial Analyst) charterholder and has been a Fund Manager since April 2016.